See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,600 | $83,908-36.1% | $68,509-21.8% | $125,391-57.3% |
| Participation rate | 68.2% | 78.2%-10.0pp | 74.7%-6.5pp | 83.2%-15.0pp |
| Annual return | -1.11% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $376 | $3,031-87.6% | $2,278-83.5% | $4,866-92.3% |
| Participant deferral / active EE | $1,651 | $4,125-60.0% | $3,382-51.2% | $5,352-69.1% |
| Admin fee / account holder | $1,979 | $8,982-78.0% | $5,275-62.5% | $9,540-79.3% |